Signet Financial Management, LLC

Assets Under Management

$1.1B

Number of Clients

708

Number of Advisors

12

Avg. Portfolio per Client

$1.5M

Avg. Managed per Advisor

$88.2M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Signet Financial Management provides investment management and financial planning to individuals, high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Signet offers wealth management services, including investment portfolio management and financial planning. They may use independent managers for a portion of a client's portfolio. Signet also provides retirement plan advisory services to plan sponsors.

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.10%
$500K+1.00%

Options overlay strategies are available to clients with a minimum of $1 million in assets under management and charge 1.50% annually. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Location

400 Interpace Parkway, Building C, 2nd Floor, Parsippany, NJ, 07054

12 Advisors at this firm